GRIES FINANCIAL LLC QUAL Holdings History
GRIES FINANCIAL LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, GRIES FINANCIAL LLC held 145,008.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $24.78 Mil. This investment constitutes 4.8% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then GRIES FINANCIAL LLC has made 7 purchases of QUAL, at an average price of $131.00, for a total of 184,403.00 shares. In addition, there have been 2 sales at an average price of $168.98 for 39,395.00 shares. Based on historical transaction data and QUAL's current price of $184.31, GRIES FINANCIAL LLC's estimated gain on his QUAL holdings is $9.23 Mil, reflecting a 38.19% gain to date.
GRIES FINANCIAL LLC QUAL ($184.31) Holding Chart
GRIES FINANCIAL LLC QUAL ($184.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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